PFO
EDD

Pathstone Family Office’s Morgan Stanley Emerging Markets Domestic Debt Fund EDD Stock Holding History

Pathstone Family Office’s Portfolio EDD Stock Details EDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-333
Closed -$2K – 858
2020
Q4 		$2K Buy
+333
New +$1.98K ﹤0.01% 1028
2017
Q2 		– Sell
-776
Closed -$6K – 458
2017
Q1 		$6K Buy
+776
New +$5.88K ﹤0.01% 314

Other funds holding EDD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMAM
Penn Mutual Asset Management Conshohocken, Pennsylvania $19.5M AUM 5.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return